See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,431 | $162,781-74.5% | $133,956-69.1% | $158,922-73.9% |
| Participation rate | 80.0% | 83.2%-3.2pp | 79.8%+0.2pp | 82.0%-2.0pp |
| Annual return | 16.20% | 41.94%-25.7pp | 45.09%-28.9pp | 302.83%-286.6pp |
| Employer contribution / active EE | $1,172 | $4,975-76.4% | $3,919-70.1% | $4,761-75.4% |
| Participant deferral / active EE | $5,811 | $5,911-1.7% | $5,048+15.1% | $5,982-2.9% |
| Admin fee / account holder | $4,201 | $11,736-64.2% | $8,927-52.9% | $11,246-62.6% |